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Financial Literacy Series: Step Into Money Management with Brad L. Yeckley

Dive into practical financial advice for your financial transition with Brad L. Yeckley, Assistant Director of Financial Literacy at Penn State. Learn about financial basics, credit cards, budgeting, tuition strategies, and housing choices for students. Discover additional resources for financial aid and social activities. Thank you for joining MoneyCounts: A Financial Literacy Series!

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Financial Literacy Series: Step Into Money Management with Brad L. Yeckley

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  1. MoneyCounts: A Financial Literacy Series STEP into Financial Literacy: A practical approach to your transition, and your money Brad L Yeckley MBA,PhD(C) Assistant Director of Financial Literacy Penn State Financial Literacy Center The Pennsylvania State University 128A Outreach Building University Park PA 16802 bly106@psu.edu 814-863-0647

  2. Financial Basics • Savings Accounts • Checking Accounts • Credit Cards • Budgets

  3. Checking and Savings Accounts HUB-Robeson Center www.pennstatefederal.com www.pnc.com

  4. Credit Cards & Credit Score • CreditCards.com • www.creditcards.com/ • NerdWallet • www.nerdwallet.com/

  5. Credit Cards & Credit Score

  6. A Healthy Budget Sample http://www.bankrate.com/calculators/savings/moving-cost-of-living-calculator.aspx

  7. Budgeting What are the most common items on a student’s budget? Expense Income Tuition and Fees Family financial help Books and supplies (computer) Personal saving Housing (utilities) Student Aid (free scholarships, grants) Meals & Entertainment Part time employment Personal items (clothes, grooming) Transportation Long term Debt Student Loans Is Education an investment? How can I get the best return on such an investment?

  8. Financial Aid

  9. Financial Aid Video

  10. Financial Aid • Loans • Grants • Scholarships • Work Study • Work • Outside Plans ( 529, Tuition Match) • Service Programs • Parents

  11. Tuition and Fees How can you offset some of the additional cost of tuition now that you are here at University Park?

  12. Tuition and Fees

  13. Tuition and Fees • Per credit cap • Books • Meal Plans • Housing • Transportation • Technology

  14. Housing Choices

  15. Housing Choices

  16. Housing Choices • Factor 1 : Amenities • Factor 2 : Eating Habits • Factor 3 : Proximity and Transportation • Factor 4 : Sharing Space, Costs with Roommates • Factor 5 : Prepay or Pay as you go (Budgeting)

  17. Social and Entertainment

  18. Social and Entertainment • http://www.events.psu.edu/ • https://studentaffairs.psu.edu/hub/studentorgs/orgdirectory/ • http://www.statecollege.com/calendar/

  19. Additional Resources • SFEC - https://www.libraries.psu.edu/psul/business/sfec.html • Financial Literacy Center - http://financialliteracy.psu.edu/

  20. MoneyCounts: A Financial Literacy Series Thank You! Comments and Questions Brad L Yeckley MBA,PhD(C) Assistant Director of Financial Literacy Penn State Financial Literacy Center The Pennsylvania State University 128A Outreach Building University Park PA 16802 bly106@psu.edu 814-863-0647

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